Redbird AI automates the flow of financial data from FactSet into Tableau dashboards. Stop exporting company fundamentals, estimates, and portfolio data to spreadsheets—sync it directly and keep your visualizations current without manual updates.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically sync portfolio positions, performance metrics, and attribution data from FactSet into Tableau workbooks. Investment teams get real-time portfolio views without waiting for weekly data drops or manual reconciliation.
When analyst estimates change in FactSet, Redbird updates your Tableau dashboards instantly. Leadership sees consensus EPS, revenue forecasts, and estimate revisions without scheduled refresh delays.
Pull peer company financials, valuation multiples, and growth metrics from FactSet directly into comparative Tableau views. When quarterly filings update in FactSet, your comp tables refresh automatically.
Run quantitative screens in FactSet and automatically populate Tableau dashboards with qualifying securities. Research teams build presentation-ready views of screen results without CSV exports.
When users drill into specific securities or metrics in Tableau, trigger enriched FactSet data pulls for deeper fundamentals, ownership structure, or transcripts. Surface the right data layer on demand.
Capture Tableau dashboard states at key moments—month-end, investment committee meetings, or trade decisions—and archive them alongside FactSet research for audit trails and regulatory compliance.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize FactSet and Tableau with OAuth or API credentials. Redbird never stores your data — it just passes through.
Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.
Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.
Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.
Redbird AI understands both FactSet's financial data structures and Tableau's data model, so you can automate complex data pipelines without writing custom connectors or middleware.
Redbird maps FactSet entities—companies, securities, estimates, ownership stakes—directly to Tableau dimensions and measures. It handles identifier mapping (FactSet Entity IDs to ticker symbols), time-series alignment for historical financials, and hierarchical data like sector classifications. Whether you're syncing P&L line items or building multi-security comp tables, Redbird structures the data flow so Tableau can visualize it immediately.
faster than building dashboard data pipelines with CSV exports and manual Tableau refreshes
Redbird can pull from FactSet and Tableau simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.
Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either FactSet or Tableau.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from FactSet into Tableau, or from Tableau back into FactSet. Resolve conflicts with configurable merge rules.
Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.
Start workflows from any event in FactSet or Tableau—earnings updates, dashboard interactions, estimate revisions, or user filter changes.
Fires when analyst estimates for EPS, revenue, or other metrics are updated for tracked securities.
Triggers when positions, weights, or performance metrics change in a FactSet portfolio.
Fires when new 10-K, 10-Q, or 8-K filings are ingested for specified companies.
Retrieve income statement, balance sheet, cash flow, and key ratios for specified entities and periods.
Run saved FactSet screens and return the list of qualifying securities with selected data points.
Get institutional holdings, insider positions, and concentration metrics for target securities.
Fires when a specific Tableau workbook or dashboard is accessed by a user.
Triggers when a user applies a new filter selection—security, time period, or custom parameter.
Fires after a Tableau data source refresh finishes, indicating fresh data is available for analysis.
Refresh a Tableau data extract with new rows or updated values from connected systems.
Save and publish a new version of a Tableau workbook to a specified project or site.
Generate a PDF or image of a dashboard with current filter state and data for distribution or archiving.
See how Redbird AI connects FactSet and Tableau for investment teams. Automate the data pipelines that power your portfolio dashboards, comp analyses, and research workflows.